The Scenario
You are an email developer. Your company has 25 transactional templates in SendGrid and a rebrand is going out in two weeks. Someone just asked which templates still have the old tagline in the subject line.
Nobody has a complete list. The SendGrid UI shows templates one at a time. You have no idea which ones have an active version or when each was last updated.
The slow version:
- Click through 25 templates in the SendGrid UI one by one
- Note name, generation type, active version subject line, and last-updated date in the workbook by hand
- Realize the "last updated" date is only visible inside each template, not on the list view
- Click into each template individually to find the date
- Three hours. The workbook is already out of date by the time you finish.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that calls the SendGrid Templates API and writes the full inventory into the workbook, so you never have to click through the UI.
Open the SheetXAI sidebar and type:
List all my SendGrid transactional templates and write their IDs, names, generation type (dynamic or legacy), active version subject lines, and active version updated_at dates into this workbook, one row per template. Sort by updated_at ascending so the oldest templates are at the top.
SheetXAI paginates through all 25 templates and writes the complete inventory.
What You Get
A complete template inventory with one row per template:
- Template ID — for bulk API operations
- Template name — as it appears in SendGrid
- Generation type — "dynamic" or "legacy"
- Active version subject line — the current live subject
- Last updated — sorted oldest-first so stale templates surface immediately
The oldest templates are at the top. The rebrand team knows exactly where to start.
What If the Data Is Not Quite Ready
When you want to flag templates that have not been updated in over a year
List all SendGrid transactional templates with their IDs, names, generation types, subject lines, and last-updated dates. For any template last updated more than 12 months ago, write 'STALE' in column F.
When you need to update subject lines in bulk from the workbook
For each template ID in column A, update the active version's subject line to the value in column B. Write 'updated' or the error message in column C.
When some templates have no active version
List all SendGrid templates. For any template with no active version, write 'NO ACTIVE VERSION' in the subject line column and flag it in column F as 'NEEDS REVIEW'.
When you need the full pre-rebrand sweep in one prompt
List all my SendGrid transactional templates with their IDs, names, generation types, active version subject lines, and last-updated dates. Flag templates older than 12 months as 'STALE' in column F. For every row where column G has a new subject line, update the active version subject in SendGrid and write 'updated' or the error in column H. Then on a new tab called Audit Summary, write a paragraph describing how many templates exist, how many are stale, how many were updated in this run, and which ones still need attention.
The pattern: inventory, flag, update, and summarize in one pass.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to list all your SendGrid transactional templates with their active version details. The SendGrid integration is included in every SheetXAI plan. For related workflows, see how to provision sender identities from Excel or the SendGrid in Excel overview.